See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,260 | $102,966+107.1% | $90,281+136.2% | $152,861+39.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.82% | 95.16%-77.3pp | 78.10%-60.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $11,754 | $3,139+274.5% | $2,854+311.8% | $4,762+146.8% |
| Participant deferral / active EE | $6,179 | $4,281+44.3% | $3,885+59.0% | $5,850+5.6% |
| Admin fee / account holder | $147 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |